Agility Tactical Trade Update - October 2026
Omnis Agility combines the Omnis range of funds with carefully selected Exchange Traded Funds (ETFs) that give us access to additional investment opportunities. This week we made some changes to the portfolio to reflect a change in our tactical asset allocation positioning. In this document, we detail the thinking behind these trades.
Summary
We initiated instructions to conduct several trades and a full rebalance of the Agility portfolios.
Rotation From Longer Dated Bonds to Short Dated Bonds
- We reduced exposure to long dated UK Gilts, Inflation Linked bonds and Long Dated Japanese Government bonds.
- Proceeds were allocated to short dated UK Gilts, which offer less interest rate sensitivity and are expected to become more resilient should central banks continue raising interest rates
Increased exposure to Japanese Short Dated Government Bonds
- With part of the proceeds from the above sales, we increased exposure to Short Dated Japanese Government bonds, denominated in Yen.
- This increases our exposure to a strengthening Japanese currency, while benefiting from improving domestic bond market dynamics, as Japanese yields become increasingly attractive relative to overseas markets.
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